Official blog of vtiger

Advanced Outlook Plugin for vtiger Version 5.3.0 released today

Announcements, General, Marketing, Technology, Updates, Videos No Responses »

Feb 212012

Auto Synchronisation, Auto Login, Duplicate Check We published the Advanced Outlook Plugin (Commercial) for the vtiger CRM Versions 5.0.4 to 5.3.0.

You find more details and a tutorial video at Different Solutions Website.

Advanced Outlook Plugin in Youtube

(The video mentioned only the support till vtiger 5.0.4 we add now the support for 5.3.0 as well)

We submit the Advanced Outlook Plugin in the vtiger Marketplace. Here you get a Video-Tutorial as well.

You can also download it here. Download

You can download a full functional 30-Day-Trial so you can test it intensivly before paying.

This Plugin is a complete new development.

It supports
Vtiger Versions: 5.0.4 to 5.3.0
Windows® Versions: XP (SP2), Vista, Windows 7 with .NET Framework 4 & Windows® Installer 3.1 or higher
Microsoft Office®: XP(2002), 2003, 2007, 2010
Following are the functions available in the latest version:

notification functions from the systray (Outlook2010)
supports vtiger Versions from 5.0.4 to 5.3.0 and VTC
supports MS Outlook Versions from 2000 to 2010
adding htaccess support for protected vtiger CRM with htaccess
import emails into Leads and Contacts including attachments into vtiger CRM
synchronize contacts between MS Outlook and vtiger CRM
synchronize tasks and calendar entries between MS Outlook and vtiger CRM
Send & Archive Button
Conflicts resolution
Auto Synchronization of E-Mail, Calendar, Tasks and Contacts
Auto Login and Log-Files • Auto Account Creation/Association
Dublicate Check
Reset Possibilities
Personalize Possibilities to customize the Plugin to your needs
Multilang Support included yet (incl. logging) english, german, italian, france, spanish, russian and chinese traditional

Important: Be sure you have access to your vtiger crm server cause you have to change some files on your vtiger server… more Information in the Readme

Simpler, Configurable Menus and more Usability Improvements in February On Demand update

General 5 Responses »

Feb 072012

We are excited to bring some new changes that will make vtiger CRM more easier to use. Here are the key changes in this month’s update (deployed on February 4th).

Redesigned Main Menu – Simple and Configurable (video)

We introduced a flat menu to simplify navigation and reduce the number of clicks. Instead of the 2 level menu structure, which was a source of confusion for many users, the redesigned menu only has one level. Key modules are now accessible with a single click. Administrators will be able to configure the menu order using Menu Editor in Settings page.

Lead Conversion is more intuitive

The new lead conversion popup will make it more easier to understand what happens when a lead is converted, and also provide more control (for example, users can choose not to create an Account ).

Hide and Show feature of home page widgets made easy (doc, video)

Default Widgets can now be enabled and disabled from the home page.

Please click here for a full list of enhancements and bug fixes in the February Update.

Documentation: http://wiki.vtiger.com.

For Videos : http://vtiger.com/video

Regards,

vtiger Team

New Wiki released! – Finding help got easier.

General 4 Responses »

Feb 032012

In our continuing efforts to improve the user experience with the product, we are leaving no stone unturned. This includes areas outside the product, such as website, forums, and wiki site.

Today, We upgraded our main wiki site and in the process moved to the latest version of MediaWiki. We made changes to simplify the navigation to make it easier to find content. We are also improving the feature and developer documentation.

Collaborative authoring (with community members) will be back up soon. Please give us sometime to get the ground ready for the same.

We welcome your feedback and suggestions.

Note: Old wiki site can be accessed here - http://wiki.vtiger.com/archives

Regards,

vtiger Team

vtiger CRM On Demand kicks off new year with more enhancements

General 4 Responses »

Jan 102012

We are pleased to begin the new year by introducing the following feature enhancements and usability improvements. These were included in the latest update of the On Demand service (deployed on Jan 7th).

Feature Enhancements

‘View History’ of a record

See a timeline of the changes made on a record, by using the ‘View History’ feature. Know which field is changed, by whom, and when while seeing its present and earlier values.

‘Create Record’ feature in Workflow

Until now, workflows only supported the ability to automate email notifications and event creation. Now, one can automatically create other types of records (Tickets, Contacts, Potentials, Project Tasks,..) through workflows. For example, this feature can be used to automatically add Project Tasks when a new Project is created.

Faster and Better Import functionality

We redesigned the import program to reduce the import time and make it more robust. For example, you can now import 1000 records in less than 1 minute.

Webform integration is now more easier

A new module has been added to help with the creation of webforms that can be easily embedded into your websites. The webforms are tied into vtiger CRM to create Leads in vtiger CRM automatically when the form is submitted.

Usability Improvements

Improved Contextual Help window

You can now reposition the page help widget anywhere in the window. We also added the links to the documentation, videos, and FAQ section to this window.

Unified interface to manage scheduled jobs

From the Scheduler page, Administrators can now control how frequently jobs such as Workflows and Mail Converter should run.

Please click here for a full list of enhancements and bug fixes in the January Update.

Documentation: http://wiki.vtiger.com.

For Videos : Click Here

Better email integration with Exchange Connector

General 1 Response »

Jan 042012

It makes us happy to announce the availability of vtiger CRM ExchangeConnector 2010 add-on for vtiger CRM. This paid extension enables companies which are already using Microsoft Exchange 2010 to easily synchronize Emails, Contacts, and Tasks with vtiger CRM. The Exchange Connector offers a better alternative to the previously available vtiger CRM Outlook plugin, since it doesn’t need to be installed on each users desktop, and is administered centrally.

Key Features:

Synchronization of Contacts, Calendar, and Task through Drag-N-Drop Interface
E-mail Integration

Pricing:

$125 / user (minimum 25 users, includes first year support)

Kindly send your request to sales@vtiger.com for getting the 30day evaluation download.

Please follow the links below to know more about the extension:

Note: We plan to release the Connector for Microsoft Exchange 2007 at a future time.

Wish you happy new year – 2012

General 4 Responses »

Jan 012012

We wish you a happy and prosperous new year 2012.

Regards,
vtiger Team

Page Help and more usability improvements in December Update

General 7 Responses »

Dec 142011

We are pleased to introduce key usability improvements in the latest update to the On Demand service. With the Page Help feature we are offering quick tips to users for each module or page in the CRM. The Page Help is translated to the user specified language (under My Preferences ) using Google Translate service.

Users will now be able to enable/disable system notifications through Workflows. This update includes many other usability improvements, feature enhancements and around 20+ bug fixes. Following are some of the notable items in this release.

New Features

Page Help
System notifications (emails) are now configurable through workflows
Support for PDF Maker Extension – Design your own PDF Templates

Usability Improvements

Added ‘Last Modified By’ field
Improved internationalization support
Default file type is made Internal
Display of File Size limit in browse file’s popup
Added Help text on Company Details page
Create View and Edit View of records configured to show the same fields, fields appearing under More Information tab in Create View are now moved to Basic information page
Custom Filters have been made more prominent
Last run time displayed for Workflow tasks
Company Logo is now shown in Customer Portal

Please click here for a full list of enhancements and bug fixes in December Update.

Additional Documentation : http://wiki.vtiger.com

Video Tutorials : http://vtiger.com/video